advancement flow chart
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Annual Fund Solicitation mailings go out from the school - each letter has a handwritten note card from the assigned solicitor, information on giving, and a giving envelope
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Donor returns the giving envelope with a generous gift or pledge inside
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The Advancement office sends a thank you note and the solicitor calls the thank the donor
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A few weeks go by, and the donor hasn't sent a gift in. The solicitor calls or emails the donor to follow up and ask for a gift.
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The Donor says that he/she will make a gift later or has questions that he or she would like answered
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The solicitor asks the Advancement Office to follow up with the donor
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The solicitor answers what ever questions he/she is able and makes a date to follow up with the donor
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Annual Fund
